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Valeo Financial Advisors’s Prologis PLD Stock Holding History

Valeo Financial Advisors’s Portfolio PLD Stock Details PLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$168M Sell
1,237,035
-1,597
-0.1% -$226K 3.54% 6
2026
Q1 		$164M Buy
1,238,632
+388,646
+46% +$51.9M 3.91% 5
2025
Q4 		$109M Sell
849,986
-25,141
-3% -$3.13M 2.41% 11
2025
Q3 		$100M Buy
875,127
+20,012
+2% +$2.2M 2.28% 12
2025
Q2 		$89.9M Sell
855,115
-3,020,271
-78% -$317M 2.21% 13
2025
Q1 		$98.6M Buy
3,875,386
+2,862,183
+282% +$331M 2.75% 9
2024
Q4 		$107M Buy
1,013,203
+3,669
+0.4% +$422K 2.98% 8
2024
Q3 		$127M Buy
1,009,534
+273
+0% +$33.9K 3.63% 6
2024
Q2 		$113M Buy
1,009,261
+983,129
+3,762% +$109M 3.54% 6
2024
Q1 		$2.7M Sell
26,132
-699
-3% -$91.3K 0.1% 114
2023
Q4 		$3.58M Buy
26,831
+6,234
+30% +$708K 0.14% 84
2023
Q3 		$2.31M Sell
20,597
-1,790
-8% -$219K 0.11% 112
2023
Q2 		$2.75M Sell
22,387
-3,388
-13% -$417K 0.13% 97
2023
Q1 		$3.22M Sell
25,775
-270
-1% -$33.2K 0.15% 87
2022
Q4 		$2.94M Buy
26,045
+24,038
+1,198% +$2.66M 0.16% 81
2022
Q3 		$204K Buy
2,007
+237
+13% +$29.4K 0.01% 440
2022
Q2 		$208K Sell
1,770
-526
-23% -$72.7K 0.01% 432
2022
Q1 		$371K Buy
2,296
+427
+23% +$65.2K 0.02% 399
2021
Q4 		$315K Buy
+1,869
New +$279K 0.02% 401
2021
Q2 		– Sell
-490
Closed -$52K – 1457
2021
Q1 		$52K Sell
490
-310
-39% -$31.6K ﹤0.01% 855
2020
Q4 		$80K Sell
800
-819
-51% -$82.8K ﹤0.01% 631
2020
Q3 		$163K Sell
1,619
-68
-4% -$6.81K 0.01% 363
2020
Q2 		$157K Buy
1,687
+247
+17% +$22K 0.01% 376
2020
Q1 		$132K Buy
1,440
+730
+103% +$63.8K 0.01% 365
2019
Q4 		$63K Buy
710
+19
+3% +$1.68K 0.01% 567
2019
Q3 		$59K Sell
691
-3,000
-81% -$248K 0.01% 549
2019
Q2 		$296K Buy
3,691
+3,000
+434% +$228K 0.03% 224
2019
Q1 		$50K Hold
691
– – 0.01% 553
2018
Q4 		$41K Sell
691
-32
-4% -$2.07K 0.01% 548
2018
Q3 		$47K Buy
723
+70
+11% +$4.6K 0.01% 559
2018
Q2 		$42K Buy
653
+611
+1,455% +$39.3K 0.01% 574
2018
Q1 		$3K Sell
42
-435
-91% -$27K ﹤0.01% 1267
2017
Q4 		$31K Buy
477
+42
+10% +$2.74K 0.01% 575
2017
Q3 		$28K Buy
+435
New +$26.8K 0.01% 511

Other funds holding PLD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Valeo Financial Advisors's PLD Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Prologis (PLD) stake by 0.13% in Q2 2026, selling an estimated $226K and leaving 1,237,035 shares worth $168M. The position accounts for 3.54% of the portfolio, ranked #6.

Valeo Financial Advisors first reported a position in PLD in Q3 2017 and has held it in 34 quarters since. 248 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Valeo Financial Advisors held 1,237,035 shares of Prologis worth $168M as of Q2 2026.
  • Valeo Financial Advisors sold 1,597 Prologis shares in Q2 2026, an estimated $226K.
  • Prologis made up 3.54% of Valeo Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Valeo Financial Advisors first reported a position in Prologis in Q3 2017 and has held it in 34 quarters since.
  • 248 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.